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Add new Adviserlogic client contact details to Office 365

  1. When this happensStep 1: New or Updated Client

  2. Then do thisStep 2: Create Contact

Want to make your life a bit easier? Use Zapier to do the admin work of copying contacts for you. Once you set up this AdviserLogic-Office 365 integration, whenever you add a new client, it'll automatically be added as a contact in Office 365 as well to make sure you can get in touch with new contacts from anywhere.

How this AdviserLogic-Office 365 integration Works

  1. A new client contact is added to AdviserLogic
  2. Zapier automatically creates a contact in Office 365

What You Need

  • AdviserLogic Account
  • Office 365 Account
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Connect AdviserLogic + Microsoft Office 365 in Minutes

It's easy to connect AdviserLogic + Microsoft Office 365 and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New or Updated Client

Triggers when a client is created or updated.

New Diary Event

Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.

Send Email

Send an email from your Outlook account.

Find Contact

Finds an existing contact.

New or Updated Entity

Triggers when a company/trust is created or updated.

Create Contact

Create a contact in your Office 365 account.

Create Event

Create an event on a calendar of your choice.

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